§ 13F · FUND PROFILE
LINCOLN NATIONAL CORP.
AUM · $3.9B (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$134M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 4.07M | $351M | 9.0% | +466% |
| 2 | VTV | VANGUARD INDEX FDS | 1.47M | $319M | 8.2% | +5% |
| 3 | BSV | VANGUARD BD INDEX FDS | 3.98M | $310M | 7.9% | +2% |
| 4 | VTI | VANGUARD INDEX FDS | 818K | $303M | 7.7% | −1% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 3.29M | $276M | 7.1% | −1% |
| 6 | VOO | VANGUARD INDEX FDS | 380K | $261M | 6.7% | −1% |
| 7 | SCHP | SCHWAB STRATEGIC TR | 9.44M | $250M | 6.4% | +6% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 4.82M | $233M | 6.0% | +2% |
| 9 | BLV | VANGUARD BD INDEX FDS | 2.75M | $190M | 4.9% | +5% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 2.63M | $187M | 4.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LINCOLN SIGNAL
AC read
LINCOLN NATIONAL CORP is a Other fund managing $3.9 billion in assets. The fund runs a focused portfolio of just 20 positions.
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